Agnes Hegyvarine Nagy a gnes.nagy-hegyvarine@ec.europa.eu ERCEA

transcript

Agnes Hegyvarine Nagyagnes.nagy-hegyvarine@ec.europa.eu

Research and InnovationParticipant Portal

Introductionto the Participant Portal services

What's new in Horizon 2020?

• The Participant Portal is the single gateway to funding-related interactions between applicants and the Commission/Agencies

• New ways of presenting calls

• New ways of presenting documentation and guidance

• New integrated Grant Management System

• Paperless exchanges – no more blue ink signatures

Place of the Participant Portal in EU’s Research communication media

• RESEARCH on EUROPA policy contexthttp://ec.europa.eu/research

• PARTICIPANT PORTAL interactions with participants

http://ec.europa.eu/research/participants/portal

• CORDIS dissemination of resultshttp://cordis.europa.eu

3 Internet portals related to Horizon 2020:

Research Participant Portal

• Offers external stakeholders a unique entry point for the interactions with the European Commission or Agencies in handling grant-related actions, based on:

ECASSingle sign-on

(1 ECAS account = 1 e-mail address = 1 person)

IAMAccess rights based on role authorisation

Personalised services on the Participant Portal

• Brings homogeneity, transparency and better service integration for grant management.

Public access ECAS login or registration

Personalised access

to the IT tools

Personalised access to the user account

Participant Portal services: overview

Funding Opportunities

Experts

Support

How to Participate

My Organisation(s)

My Proposal(s)

My Project(s)

My Notification(s)

My Expert Area

alised

Participant Portal services: without login

1. Funding opportunities• Open/closed/forthcoming H2020 calls• Links to FP7 & CIP calls and other calls• Latest information on published calls• Call search: full-text search• Tagging of all topics – additional search options

with synonyms, colloquial expressions, circumscriptions• "Stay tuned" options:

electronic agenda, RSS feeds, email notifications

2. Access to the electronic proposal submission system• Create a proposal through the link on the call page

Funding Opportunities

Horizon 2020 calls (2014-2020)

FP7 & CIP calls (2007-2013)

Other calls not directly managed through the Participant Portal

"Stay tuned":• RSS feed• Dynamic agenda

Find relevant topics using the keyword search…

…or the Europa free text search

Search Topics

Some calls and topics are grouped according to predefined criteria

Browse the calls by exploring the H2020 structure

Find all the latest updates to open & closed calls

Access the different topics of the call

CALL LEVEL

Browse/download all the general documents related to the call

CALL LEVEL

Get support

CALL LEVEL

TOPIC LEVEL

Provides all the explanation about the specific topic

(challenge, scope, expected impact, type of action, etc.)

TOPIC LEVEL

Select a topic then

browse/download all the specific topic-related documents

TOPIC LEVEL

1. Select your topic

2. Select the action type

3. Access the electronic submission tool after login19

Register or log in to your ECAS account

ECAS means European Commission Authentication System. It is the system for logging on to a whole range of web sites and online services run by the Commission.

This ensures a secure, “single sign-on” approach:1 person = 1 e-mail address = 1 ECAS account.

The creation of an ECAS account is free and easy.

What is “ECAS” ?

Participant Portal after login

Fill in the “E-mail” field using your individual professional

email address.

Note: the e-mail is the main identifier(1 person = 1 e-mail address

= 1 ECAS account)

No functional e-mail address!

Check your mailbox, a confirmation e-mail will arrive within a few minutes.

This process must be completed within 1 hour and a half after the original request.

Following a confirmation you can log in to the Portal.

Important: ECAS credentials are strictly confidential!

The Login page (ECAS authentication) appears

Make sure the selected domain is “External”

Click on the “Login!” button

Enter your username or e-mail address and your password

You are now logged in to the Participant Portal.

Your personal folders are available on the left hand side.

Select topic and type of actionLogin Pre-registration Consortium set-up

SubmissionForm fillingAdministrative form & Part B or Annexes

Proposal submission step-by-step

1. Select your topic

2. Select the action type

3. Log in or create your ECAS account to access the proposal submission system

4. Prepare your draft proposal

5. Continue the preparation or quit and come back later

The tool is available from call/submission launch to a until call deadline.

Proposal Submission Service

Look for the My Proposals folder in the Portal

to edit draft or submitted proposals, delete or withdraw them once they are in a draft or submitted state.

My Proposal(s)

To create new proposals, always start from the topic page!

• Part A: the administrative information (list of participants, legal and financial structured forms, etc.);

• Part B: a PDF document with the scientific and technical contents;

• There may be additional documents (optional).

Proposals are composed of:

PIC numbers are required in the proposal submission system, therefore participants are encouraged to register their organisations as soon as possible before drafting a proposal.

Participant Portal services: after login

My Proposal(s)

Create a draft proposal.

Choose the PIC number of the coordinator or

search by name.

Check whether the configuration is OK for a better usability of the system. For help: read the user

guide.

Choose your role for the proposal.

Give the acronym and the short

summary (optional and

different from the abstract of the

form).

Accept the disclaimer at the

next step to create the draft

proposal.

Call, type of action, deadline, topic referencein a read-only mode here.

2. Add contact persons:

- choose the level of right for the person (full or read-only), and

- define the role of the person in the proposal (Main contact or contact person)

Prepare the list of participants:1.Add Partners: choose the PIC

number or use the search

• The first person who starts to draft the proposal will give access rights to the other contact persons.

• Access rights are given with the help of the e-mail (and name). Upon saving, the system sends and automatic invitation.

• If the person does not have an ECAS account yet, one will be created and the person will receive an invitation to finalise the ECAS creation and then can access the proposal.

• Access right types:Full access = Coordinator Contact or Participant Contactor read-only rights = Team Member

• Only coordinator contacts can modify the list of participants and give access rights to other people.

Access rights in the proposals

• All contact persons receive access rights and are listed in Part A: main contact persons with full details; other contacts with minimum data; Fellows/Principal Investigators with a researcher 'profile.

• Authorised representative data is not required any longer in the proposals.

• Coordinator contacts with full access rights can edit all parts of the proposal, can upload the technical annexes and submit the proposal.

• Participant contacts can edit their parts of the administrative form and can read only the other parts.

• Section 2: participant data based on the beneficiary register in a read-only mode for everyone. Only the LEAR/self-registrant can modify the organisation data in the beneficiary register.

Access rights in the proposals

If the eligibility rules are not met, eg. minimum number of partners, type of countries, an eligibility warning is displayed.

Prepare the administrative form: Edit form

Call specific templates to prepare the technical annex and any additional annexes.

Usual set-up: - Technical annex 1-3 with a page limit. Above the page limit the system puts a watermark on the excess pages.- Technical annex 4-5: usually no page limit applies.

- Additional ethics annex as optional document.

Choose your keywords

Read guidance in the form: more help is given behind the

question marks or as ghost text within the boxes.

Contact persons

Name, e-mail are read-only in the form! If no main contact was chosen at step 4, the fields are ampty here.

To modify the data the users have to go back to Step 4.Other contact persons are listed, if there were any given

at Step 4.

Validate form:

Check whether there are obvious mistakes or missing

fields in the form. The validation results are shown at

the end of the form.

There are blocking fields that will prevent you from

submitting the proposal.

Before submission click on the validate button to see

any missing parts or warnings.

To edit the list of participants or contact persons, go back to

Step 4 – Parties.

Submit your proposal

After submission:

- You may re-edit the proposal, or

- Download the e-receipt

- Withdraw the proposal

from this step.

E-receipt: it is available at the end of the submitted proposal package.

It shows the time of submission, ECAS user name, an official proof of submission.

To view the e-receipt properly, please follow the instructions of the user guide.

Where to find help?

1. H2020 Online Manual• New online guide divided into business processes• Aims at providing all the information, list of documents

& useful links (IT wiki, etc.) for each specific process• 2 ways of finding info:

General overview with drill-down approachDirect linking to specific sections from some Participant Portal pages (via the "H2020 Online Guide" button)

2. Reference Documents• List of all useful reference documents

How to Participate

Find guidance, process by process (drill-down approach)

Find more help on how to prepare and submit your proposal

List of all reference documents

Check standard proposal templates

per action type

If the topic uses a special template

then it is available from the Topic

documents page.

Participant Portal services: without login

3. Beneficiary Register• Check whether your organisation is already registered

with the PIC search.• Access the beneficiary registration tool (previously known as

4. Financial Viability Self-Check• Coordinators are required to do this non-binding check

before submitting a proposal.

5. SME Participation• Starting page for information related to participation

of SMEs.

How to Participate

Access the PIC search tool

Financial viability self-check

Information dedicated to SMEs

Where to find support?

1. H2020 Helpdesk• Service provided by the Europe Direct Contact Centre

2. Enterprise Europe Network (& other help services for enterprises and industry)• Free support for organisations applying for projects

under the SME Instrument

3. National Contact Points (NCP) database

4. Glossary

5. FAQ• FAQ database• Useful information along with additional guidance

(user manuals, latest PowerPoint presentations, etc.)

6. IT Helpdesk contact form

7. Other Help Services• Ethics helpdesk, European IPR helpdesk, European

Committee for Standardisation, IGLO, National Services

Support

The Participant Portal:http://ec.europa.eu/research/participants/portal/page/home

ECAS FAQ:https://webgate.ec.europa.eu/cas/help.html

IAM quick info guide:http://ec.europa.eu/research/participants/portal/ShowDoc/Participant+Portal/portal_content/webcasting/iam-changes_quick-info.doc

The Participant Portal FAQ:http://ec.europa.eu/research/participants/portal/page/faq

The Participant Portal user manual:http://ec.europa.eu/research/participants/portal/ShowDoc/Participant+Portal/portal_content/help/participant_portal_usermanual.pdf

Some useful links

Thank you for your attention